Salesforce + Whautomate
Update Salesforce records each time new appointments are scheduled in Whautomate
Easily keep your Salesforce records up to date with every new appointment scheduled in Whautomate. This workflow kicks off when a new appointment is set in Whautomate, prompting an update in your Salesforce records accordingly. This seamless integration can save you valuable time and ensure your customer information is always accurate and current inside Salesforce.
Easily keep your Salesforce records up to date with every new appointment scheduled in Whautomate. This workflow kicks off when a new appointment is set in Whautomate, prompting an update in your Salesforce records accordingly. This seamless integration can save you valuable time and ensure your customer information is always accurate and current inside Salesforce.
- When this happens...New Appointment Scheduled
Triggers when a new appointment is scheduled in Whautomate.
- automatically do this!Update Record (UTC)
Updates an existing record of a specified Salesforce object. Dates use the UTC format.
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Appointment Cancelled
Triggers when an appointment is cancelled in Whautomate.
Try ItNew Appointment Scheduled
Triggers when a new appointment is scheduled in Whautomate.
Try ItNew Contact Created
Triggers when a new contact is created in Whautomate.
Try ItContact IdRequired
TagsRequired
Appointment Rescheduled
Triggers when an appointment is rescheduled in Whautomate.
Try ItNew Client Created
Triggers when a new client is created in Whautomate.
Try ItId of the ClientRequired
TagsRequired
Client Full NameRequired
Client Country CodeRequired
Client PhoneRequired
Location IdRequired
ServiceRequired
DateRequired
TimeRequired
Timezone
Notes
Staff
